CIK: 0001567912
申告総資産額
$1.3億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MMM | 3m Co | 株式-資本財 | 12.23% | -0.46% | -2.29% | |
| 2 | USB | US Bancorp | 株式-金融 | 12.06% | +0.03% | -0.01% | |
| 3 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 7.54% | +0.55% | -0.71% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 4.43% | — | +2.20% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.70% | +0.09% | -2.70% | |
| 6 | FDN | First Trust Dj Internet Ind | ETF-その他 | 3.69% | -0.22% | +0.77% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.55% | — | — | |
| 8 | WFC | Wells Fargo & Co | 株式-金融 | 2.96% | -0.51% | — | |
| 9 | WY | Weyerhaeuser Co | 株式-不動産 | 2.49% | +0.02% | +1.54% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.35% | -0.79% | +2.27% | |
| 11 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.32% | -0.43% | +1.56% | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 2.21% | +0.44% | +82.07% | |
| 13 | IYF | Ishares US Financials ETF | ETF-その他 | 2.17% | -0.10% | +1.28% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 2.14% | +0.18% | +1.89% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.12% | +0.07% | +1.18% | |
| 16 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.89% | +0.04% | +0.03% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.71% | +0.06% | +2.39% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.70% | +0.10% | — | |
| 19 | PANW | Palo Alto Networks INC | 株式-IT | 1.44% | -0.33% | +1.83% | |
| 20 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.41% | — | +3.40% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.32% | +0.35% | +114.89% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.24% | — | — | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.09% | — | -1.22% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.07% | +0.14% | +12.02% | |
| 25 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.02% | +0.31% | +1.96% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.01% | — | +0.52% | |
| 27 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.00% | +0.02% | +25.09% | |
| 28 | TXN | Texas Instruments INC | 株式-IT | 0.98% | +0.22% | +2.99% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.98% | +0.19% | — | |
| 30 | INTC | Intel CORP | 株式-IT | 0.97% | — | +1.76% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.83% | — | — | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.81% | — | — | |
| 33 | NTRS | Northern Trust CORP | 株式-金融 | 0.75% | +0.05% | — | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | — | +2.31% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | +2.66% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | +0.07% | — | |
| 37 | FNIUSD | First Trust Chindia ETF | ETF-その他 | 0.67% | — | +6.80% | |
| 38 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.64% | — | — | |
| 39 | ET | Energy Transfer LP | 株式-エネルギー | 0.63% | — | — | |
| 40 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.58% | — | +6.75% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.57% | — | +13.62% | |
| 42 | ECL | Ecolab INC | 株式-素材 | 0.56% | +0.01% | +3.70% | |
| 43 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.48% | — | — | |
| 44 | PSX | Phillips 66 | 株式-エネルギー | 0.47% | — | +16.87% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.45% | — | — | |
| 46 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.45% | — | +7.23% | |
| 47 | ✓ | Williams Partners | 株式-その他 | 0.41% | — | — | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.38% | — | +6.36% | |
| 49 | CQP | Cheniere Energy Partners LP | 株式-その他 | 0.37% | — | — | |
| 50 | ✓ | Sanmina Sci Corporation | 株式-その他 | 0.36% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy INC | +1% | +82.07% | 増加 |
| 2 | COST | Costco Wholesale CORP | +0.7% | +114.89% | 増加 |
| 3 | FDN | First Trust Dj Internet Ind | +0.3% | +0.77% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.3% | -2.70% | 減少 |
| 5 | BSX | Boston Scientific CORP | +0.2% | +3.40% | 増加 |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | +0.2% | +2.20% | 増加 |
| 7 | CVX | Chevron CORP | +0.2% | +1.89% | 増加 |
| 8 | LNG | Cheniere Energy INC | +0.2% | +1.96% | 増加 |
| 9 | PANW | Palo Alto Networks INC | +0.1% | +1.83% | 増加 |
| 10 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +25.09% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.1% | +2.27% | 増加 |
| 12 | AAPL | Apple INC | +0.1% | +2.39% | 増加 |
| 13 | IHI | Ishares U.s. Medical Devices | +0.1% | +1.56% | 増加 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +2.31% | 増加 |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +12.02% | 増加 |
| 16 | PSX | Phillips 66 | +0.1% | +16.87% | 増加 |
| 17 | ET | Energy Transfer LP | +0.1% | — | 変化なし |
| 18 | IWO | Ishares Russell 2000 Growth | +0.1% | +1.18% | 増加 |
| 19 | SCHA | Schwab US Small-cap ETF | +0.1% | +13.62% | 増加 |
| 20 | XOM | Exxon Mobil CORP | +0.1% | — | 変化なし |
| 21 | CQP | Cheniere Energy Partners LP | +0.1% | — | 変化なし |
| 22 | WFC | Wells Fargo & Co | 0% | — | 変化なし |
| 23 | TXN | Texas Instruments INC | 0% | +2.99% | 増加 |
| 24 | ✓ | Williams Partners | 0% | — | 変化なし |
| 25 | WY | Weyerhaeuser Co | 0% | +1.54% | 増加 |
| 26 | AMJEUR | Jpmorgan Alerian Mlp Index | 0% | — | 変化なし |
| 27 | SCHB | Schwab US Broad Market ETF | 0% | +17.88% | 増加 |
| 28 | SCHF | Schwab Intl Equity ETF | 0% | +21.37% | 増加 |
| 29 | ✓ | Sanmina Sci Corporation | 0% | — | 変化なし |
| 30 | SCHM | Schwab US Mid Cap ETF | 0% | +6.36% | 増加 |
| 31 | BABA | Alibaba Group Holding-sp Adr | 0% | +7.23% | 増加 |
| 32 | VB | Vanguard Small-cap ETF | 0% | -1.22% | 減少 |
| 33 | VZ | Verizon Communications INC | 0% | — | 変化なし |
| 34 | ECL | Ecolab INC | 0% | +3.70% | 増加 |
| 35 | EFA | Ishares Msci Eafe ETF | -0.1% | — | 変化なし |
| 36 | TRV | Travelers Cos Inc/the | -0.3% | +0.03% | 増加 |
| 37 | USB | US Bancorp | -0.7% | -0.01% | 減少 |
| 38 | CHRW | C.h. Robinson Worldwide INC | -1.3% | -0.71% | 減少 |
| 39 | MMM | 3m Co | -2.4% | -2.29% | 減少 |
| 40 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |
| 41 | SCHD | Schwab U.S. Dividend Equity ETF | — | EXIT | 全売却 |
| 42 | MINT | Pimco Enhanced Short Maturit | — | NEW | 新規購入 |
| 43 | ✓ | Rydex ETF Trust | — | EXIT | 全売却 |
| 44 | IEMG | Ishares Core Msci Emerging | — | NEW | 新規購入 |
| 45 | D | Dominion Energy INC | — | EXIT | 全売却 |
| 46 | TGT | Target CORP | — | EXIT | 全売却 |
| 47 | XLE | Ss Energy Select Sector | — | NEW | 新規購入 |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | EXIT | 全売却 |
| 49 | CCI | Crown Castle Inc. | — | EXIT | 全売却 |
| 50 | MRK | Merck & Co. INC. | — | NEW | 新規購入 |